Financial Wellness

Financial Life Benefits®

Available from Edgar Manjarrez, CPFA®, CRPS™ Merrill Lynch Wealth Management

Financial Life Benefits®

Content Summary

Life can be complex, with ups and downs and constantly changing demands on time and
finances. This can lead to increased stress, which can affect health and productivity. In fact,
a vast majority of employees are feeling stressed about their finances.1

They need help prioritizing and managing a wide range of financial needs — and they are looking to their employers for support. Financial Life Benefits® can be the innovative offering you need to help your employees — no matter where they are on their financial journey — feel cared for and supported with the opportunity to live their best financial lives. It’s a holistic offering paired with personalized guidance that goes beyond traditional benefits to provide more of what employees need to manage their day-to-day finances and prepare for the future— whether creating a budget, preparing for emergencies, saving for health care or planning for a steady stream of income in retirement.

What makes Financial Life Benefits especially powerful is its unique high-tech, high-touch
approach that seamlessly connects employees to individualized experiences and the extensive
resources of our entire organization to help them take next steps toward their goals.

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